Crystal Clear Financial Planning Limited

Health is wealth! Ensure your family gets the best care with private medical insurance (PMI)🛡

There are many benefits of having PMI, a few are as followed:
🩺Shorter waiting times
🩺Peace of mind
🩺24/7 access to healthcare professionals
🩺Preventative services and wellness programs

Get in touch today to see what options are available for you and your family!

As with all insurance policies, conditions and exclusions will apply.

Check out our brand new window posters at Martin & Co Woking! 🏠

Finding your dream home and securing the right mortgage for you has never been easier. Our expert adviser, Mustafa is here to help guide you through all your mortgage and protection needs, making your home-buying journey seamless💎

Stop by or reach out to him today! 💼

Your home may be repossessed if you do not keep up repayments on your mortgage. As with all insurance policies, conditions and exclusions will apply.

🎉 Huge congratulations to our adviser, Rob on achieving his Competent Adviser Status (CAS)! 🎉

He's now fully equipped and ready to guide you through all your mortgage and protection needs with expert advice.
Here's to helping you secure your dream home and peace of mind! 🏠💼

Wondering who Rob is? Why don’t you take a read of our meet the team page!
*Link in bio🌍

Your home may be repossessed if you do not keep up repayments on your mortgage

Join us in wishing our adviser, Emma, the happiest of birthdays! 🎉🥳

Happy Birthday Emma, we hope you have the best day.

Happy celebrating!🤩

How much life insurance you need can vary on a number of different factors and everyone’s specific needs and circumstances are different.

A few examples of what can influence the amount of life insurance that you may need are as followed…⏩

Wondering what this means for you? Get in touch today for a free protection review! 📞

As with all insurance policies, conditions and exclusions will apply.

Hello, September! 🍂 New month, new goals!

What are your goals for September? Share your goals with us in the comments below-we’d love to cheer you on! 💬

Our goal for this month is to bring you more content on TikTok! 🎥
If there is any content that you want to see from us, let us know 😊

🎉 A huge congratulations to our administrator, Lauren, who has completed her Financial Services apprenticeship with a distinction! 🏆

Not only that, but she’s also earned her CeMap1 qualification! 🌟

Your hard work and dedication have truly paid off, Lauren. We’re so proud of you and can’t wait to see all the incredible things you’ll achieve in the future! 👏

We are thrilled to receive such kind words from our clients! ✨

It's been an absolute pleasure helping you secure your first home Sophie & Luke!🏡
Thank you for trusting us to guide you through the mortgage process.

Well done Pete👏🏼

A few of our top tips if you’re a first-time buyer looking to get onto the property ladder…⏩🏡

Your home may be repossessed if you do not keep up repayments on your mortgage.

Looking to secure a commercial mortgage? We’re here to help!

From residential properties to commercial, we have got you covered. Let's turn your commercial property dreams into a reality🏡

Your home may be repossessed if you do not keep up repayments on your mortgage. Commercial mortgages are not usually regulated by the Financial Conduct Authority. Commercial mortgages are arranged by Introduction only.

MOOD!
What a feel-good moment when our clients finally receive the keys to their new home🗝
We love helping you throughout your mortgage journey and seeing you achieve your dreams🏡

Your home may be repossessed if you do not keep up repayments on your mortgage.

🌞 Happy Bank Holiday Monday! 🌞
Wishing you all a lovely day!

Please note that our office is closed today, but we'll be back tomorrow, Tuesday 27th August 2024, from 9am to 5pm.
See you then! 😊

Best Wishes,
CCFPL Team x

At CCFPL, one of our main priority’s is helping you achieve your goals. BUT, how do we actually do this?

💎We get to know you
💎We will discuss your goals & ambitions
💎We will introduce you to our client portal & start collating more information/documents from you
💎We will find you the right mortgage & protection policy for your specific needs and requirements
💎We will be there to support you through every milestone
💎We will carry out a review of all your financial needs
💎We will help turn your dreams into a reality, you can call us your mortgage fairy godmother!🌟

As with all insurance policies, conditions and exclusions will apply. Your home or property may be repossessed if you do not keep up repayments on your mortgage. Not all Buy to Let Mortgages are regulated by The Financial Conduct Authority.

Secure your family's future with life insurance. It's not just about financial security, it's about peace of mind. 🛡

Ensure your loved ones are protected no matter what❤

Get in touch with today to book in for a protection review, let us help you make sure that you have the right policy in place for your specific needs and circumstances!

As with all insurance policies, conditions and exclusions will apply.

Whether its your Mortgage or Insurance coming up for renewal, remember to get in touch for a review!🏡🛡

Is it time for you to review?🕐

Get in touch today to book your appointment for a review!

As with all insurance policies, conditions and exclusions will apply. Your home may be repossessed if you do not keep up repayments on your mortgage. You may have to pay an early repayment charge to your existing lender if you remortgage.

TOP TIP!✅

Make sure you are carrying out your research before you move house…👀🍴

Nobody likes to think about it. But if you or one of your children were to become seriously ill, you’d want the option to be treated at the best hospitals in the world, by the leading medical experts for your condition.

That’s what Global Treatment offers you and your family🌍
Global treatment broadens your options and gives you access to the best available treatment abroad for your condition.1

Global Treatment is available with Life Insurance+, Critical Illness+, Income Protection+ at Aviva.

Get in touch today to see what this could mean for you!

1 Aviva https://static.aviva.io/content/dam/document-library/adviser/individualprotection/pt07280c.pdf

As with all insurance policies, conditions and exclusions will apply.

This month marks the 12 year milestone for our amazing mortgage and protection adviser, Pete!🌟

Happy 12th Year Work Anniversary, Pete! 🎉

Here's to celebrating the great service that you have provided to our clients over the years. Thank you for being an invaluable part of our team! 🙌✨

Meet the CCFPL Team💎

Say hello to Parneet, Administrator 👋🏼

Starting her journey at CCFPL in 2023 as a Business Administrator Apprentice, Parneet's interest in mortgages is growing. Her goal? To excel as a Mortgage Adviser.

Outside the office, she enjoys nail art, makeup artistry, gym sessions, and socialising with friends and family over shopping sprees and dinners out💅🏽

Are you wanting to speak to an expert about your mortgage and protection requirements?

Well, no need to look any further, you have all the details you need here!🏡

Get in touch today to discuss your mortgage and protection needs📞

*Your home may be repossessed if you do not keep up repayments on your mortgage. As with all insurance policies, conditions and exclusions will apply*

🥊Bank VS Mortgage Broker🥊

When looking at starting your mortgage journey, you may think that going to your bank is the best place to start….

Although you can have benefits of going directly with your bank for your mortgage, you shouldn’t limit your choices by only seeing your bank! Your bank can only show you what they have to offer.

How will you know about all the other offers out there? 🤷🏼‍♀️ That’s what we are here for!🦸🏼‍♀️

We will provide you a personalised experience, giving you tailored advice that meets your specific needs and requirements because we’re not limited to just one lender.

Get in touch today to find how we can help support you through your mortgage journey, let us find the most suitable mortgage for you-
📞01332 382917 📧[email protected]

*Your home may be repossessed if you do not keep up repayments on your mortgage*

Meet the CCFPL Team💎

Say hello to Lauren, Administrator👋🏼

Joining CCFPL in 2022, Lauren's journey from retail to Financial Services started, she aims to follow in her dad's footsteps by becoming a Mortgage and Protection Adviser. With CeMap1 under her belt, she’s got 2 more to go!

Outside of work, she loves family gatherings, shopping sprees, travelling, hitting the gym, and enjoying cocktails with friends🍹

It’s time to Learn the Lingo!🌟
This week’s lingo term is… Capital Gains Tax (CGT).
What is it?🤔

Our sister company CWML are experts in wealth management, assisting you with all your pensions, savings and investment needs! Link in our bio for their website details🤝🏽

Feel free to send us a message or comment below any questions or lingo terms you want to see next! 😊

Chrysalis Wealth Management

Our wealth management service is made by introduction only to Chrysalis Wealth Management Limited.

Meet the CCFPL Team💎

Say hello to John, Mortgage & Protection Adviser👋🏼

Providing top-notch financial advice for over 15 years, John specialises in finding your ideal home and ensuring your family's financial protection. He’s also able to assist you with all your wealth management needs under our sister company, Chrysalis Wealth Management !

Outside work, John is a proud father of 3, passionate about football, fitness, and live music🎶

Get in touch today for a free protection review! 🛡

With our expertise we will help you have access to various different products and providers, so we can find you a protection plan that fits your specific needs and circumstances- Don't rely on comparison website!

As with all insurance policies, conditions and exclusions will apply.

It’s time to Learn the Lingo!🌟
This week’s lingo term is… CAS
What is it?🤔

Feel free to send us a message or comment below any questions or lingo terms you want to see next! 😊

Welcoming August with open arms🌞
Here's to a new month and new opportunities💎

Comment your favourite summer emoji below!😎🍦🍍🏝

Meet the CCFPL Team💎

Say hello to Luke, Mortgage Adviser & Protection Specialist👋🏼

Starting as an apprentice, Luke’s commitment for helping clients achieve financial security started. Now a fully qualified Mortgage & Protection adviser, he’s able to assist you with Mortgages through to Business Protection. When he’s not advising, you’ll find him at the gym or enjoying time with friends🏡